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Name Holding Trade Value Shares
Change
Change in
Stake
BW
751
Bison Wealth
Georgia
$332K +$121K +2,721 +60%
FAN
752
Financial Advisors Network
California
$332K +$324K +7,282 New
BBA
753
BLB&B Advisors
Pennsylvania
$327K
PVWM
754
Point View Wealth Management
New Jersey
$324K
CDH
755
Charles D. Hyman
$320K
Fiera Capital (Canada)
756
Fiera Capital (Canada)
Quebec, Canada
$320K +$978 +22 +0.3%
SWA
757
Sutton Wealth Advisors
Florida
$318K +$178K +4,000 +134%
FA
758
FDx Advisors
Illinois
$316K -$891K -20,045 -74%
CL
759
CIM LLC
New York
$315K +$20.2K +455 +7%
SCM
760
Shelton Capital Management
Colorado
$314K
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$314K +$356 +8 +0.1%
ZCM
762
Zebra Capital Management
Connecticut
$314K +$67.8K +1,525 +28%
SSWM
763
Smith Salley Wealth Management
North Carolina
$311K -$89 -2 -0%
CAM
764
Carret Asset Management
New York
$311K
AIC
765
Archer Investment Corporation
Indiana
$310K +$302K +6,800 New
IP
766
Investment Partners
Ohio
$308K +$1.38K +31 +0.5%
DT
767
Diversified Trust
Tennessee
$307K +$756 +17 +0.3%
WCWM
768
Willow Creek Wealth Management
California
$306K
SMC
769
Smith, Moore & Co
Missouri
$305K -$2.44K -55 -0.8%
AWP
770
Ascent Wealth Partners
New York
$304K
NAM
771
North American Management
Massachusetts
$302K
TL
772
TrueWealth LLC
Georgia
$296K +$88.3K +1,986 +44%
HAG
773
HighPoint Advisor Group
Illinois
$296K +$269K +6,062 New
APG
774
Abacus Planning Group
South Carolina
$295K -$5.87K -132 -2%
MYIA
775
Mount Yale Investment Advisors
Colorado
$294K -$11.7K -264 -4%